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Vestor Capital’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Vestor Capital’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-737
Closed -$74K – 267
2025
Q3 		$74K Buy
+737
New +$73.1K ﹤0.01% 229
2025
Q1 		– Sell
-560
Closed -$54K – 256
2024
Q4 		$54K Sell
560
-16
-3% -$1.58K ﹤0.01% 249
2024
Q3 		$58K Sell
576
-139
-19% -$13.9K ﹤0.01% 219
2024
Q2 		$69K Buy
715
+70
+11% +$6.76K 0.01% 201
2024
Q1 		$63K Buy
645
+32
+5% +$3.13K 0.01% 212
2023
Q4 		$61K Buy
613
+115
+23% +$10.9K 0.01% 202
2023
Q3 		$47K Sell
498
-274
-35% -$26.4K 0.01% 228
2023
Q2 		$76K Buy
772
+9
+1% +$890 0.01% 199
2023
Q1 		$76K Buy
763
+139
+22% +$13.7K 0.01% 183
2022
Q4 		$61K Buy
624
+59
+10% +$5.71K 0.01% 200
2022
Q3 		$54K Sell
565
-350
-38% -$35.4K 0.01% 189
2022
Q2 		$93K Buy
915
+219
+31% +$22.5K 0.01% 146
2022
Q1 		$75K Buy
696
+131
+23% +$14.4K 0.01% 170
2021
Q4 		$64K Hold
565
– – 0.01% 186
2021
Q3 		$65K Hold
565
– – 0.01% 180
2021
Q2 		$65K Buy
565
+192
+51% +$22K 0.01% 171
2021
Q1 		$42K Buy
373
+14
+4% +$1.62K ﹤0.01% 203
2020
Q4 		$42K Buy
+359
New +$42.3K 0.01% 200
2020
Q1 		– Sell
-1,202
Closed -$135K – 138
2019
Q4 		$135K Buy
+1,202
New +$135K 0.02% 107
2019
Q3 		– Sell
-764
Closed -$85K – 140
2019
Q2 		$85K Buy
+764
New +$83.5K 0.02% 92

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vestor Capital's AGG Position: Q4 2025 in Review

Vestor Capital sold out of iShares Core US Aggregate Bond ETF (AGG) in Q4 2025, closing a stake of 737 shares — an estimated $74K sold.

Vestor Capital first reported a position in AGG in Q2 2019 and held it in 20 quarters. The position peaked at $135K in Q4 2019. 2,105 funds tracked by Wall St. Rank hold AGG as of Q4 2025.

  • Vestor Capital reported no remaining iShares Core US Aggregate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Vestor Capital sold 737 iShares Core US Aggregate Bond ETF shares in Q4 2025, an estimated $74K.
  • Vestor Capital first reported a position in iShares Core US Aggregate Bond ETF in Q2 2019 and held it in 20 quarters.
  • Vestor Capital's iShares Core US Aggregate Bond ETF position peaked at $135K in Q4 2019.
  • 2,105 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q4 2025.

Based on Vestor Capital's 13F filing for Q4 2025, filed 11 Feb 2026.